Fiduciary Officer I

4 weeks ago

Denver, Colorado, United States First Western Full time
Job Summary

We are seeking a highly skilled and experienced Fiduciary Officer I to join our team at First Western. As a key member of our Fiduciary Management team, you will play a vital role in delivering comprehensive solutions that exceed client expectations.

Key Responsibilities
  • Manage the investment and administration account review process, ensuring timely and consistent reviews in accordance with governing documents, fiduciary administration principles, and legal standards.
  • Review, approve, and direct the disbursement of fiduciary funds according to trust conditions and beneficiary needs, while providing oversight of fiduciary accounts, cash balances, investment allocations, tax management, and asset holdings.
  • Support the design, training, and delivery of improved policies and procedures for trust-related personnel.
  • Engage actively in trust department-related audits and regulatory review exams.
  • Lead resolution efforts for audit and exam findings and 'nFindings' items (as assigned).
  • Oversee the preparation and filing of fiduciary federal and state tax returns for clients' trusts.
  • Maintain current knowledge of and comply with all applicable tax and fiduciary laws, federal and state regulations, and First Western policies and procedures.
  • Monitor and control risks related to account administration, including review and approval of administrative and unique asset reviews in a timely manner.
  • Provide leadership to the trust administration team by guiding them on fiduciary matters, ensuring tasks are completed, goals are met, and providing coaching and development opportunities.
Requirements
  • Proficient with Microsoft Office Suite, with advanced Excel skills, and proficiency with one or more trust accounting systems.
  • Advanced knowledge of trust and tax laws, trust products, services, and operations.
  • Excellent written and verbal communication skills.
  • Strong presentation skills.
  • Experience working with high-net-worth clients.
  • Excellent leadership and business development skills.
  • Well-developed analytical and problem-solving skills.
  • Team-oriented, detail-oriented, with the ability to organize, prioritize, and multi-task.
What We Offer

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We offer a competitive compensation package, comprehensive benefits program, and ongoing training and development opportunities.

Pay Range: $80,000 - $120,000/YR

Job Classification: Full-Time Exempt

Strong Bonus Potential, 401(k) Plan with Match, Paid Parking/Transportation Benefits, Access to Training & Professional Development Programs, Sponsorship for Obtaining Professional Certifications, Flex Spending Accounts, Health Savings Account, Health & Wellness Benefits, Paid Time-Off + Bank Holidays

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact

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